Shared Email Templates
Videos: Datasets in your shared email templates
These videos show how to add personalized content, including attachments, to your Outlook emails using Shared Email Templates datasets.
Auto-fill emails with contextual data from datasets
Watch this video to find out how to automatically populate your email messages with data from datasets relevant for a given recipient.
How to automatically attach a file and insert its name into an email
Learn how to use a dataset to automatically attach a specific file to an email and add the file name to the message body at the same time.
How to add a dropdown to an email template to attach files
See how to add a dropdown list to your Outlook email template to pick an attachment and insert its name into an email message if needed.
How to attach multiple files and add a table to an email at once
Learn how to attach multiple files from a predefined list and add a table with the details you need in your email reply. All at once using a dataset and an email template.
How to insert a list of attached file names into an email automatically
This video will walk you through the process of automatically adding the names of selected files to an email message and attaching the files at the same time.
Insert clickable location maps in Outlook emails using a dropdown
Want to send Google Maps locations without copying and pasting links every time? Create a template with clickable map links and a dropdown for selecting the right location.